The Story Behind Moat Investing’s Decade of Dominance
vs. the S&P 500
Large cap U.S. equity strategies often fail to outperform the S&P 500. Morningstar’s moat investment philosophy, however, has done just that since 2007.
Join the experts at VanEck and VettaFi for a webcast unpacking this shockingly successful strategy.
Topics will include:
- A focus on quality companies with sustainable competitive advantages (“moats”) trading at attractive valuations.
- How moat investing manages long-term outperformance relative to the S&P 500 and large blend peers.
- How this strategy is powered by Morningstar’s forward-looking equity research.
Accepted for one hour of CFP/IWI/The American College Board CE credit for live and on-demand attendees
CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.
Edward LopezManaging Director, Head of Product Management
Andrew LaneDirector of Equity Research – Index Strategies
Morningstar Research Services, LLC